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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
1951
Zions Bancorporation, National Association
Utah
$87.2K -$42.9K -312 -35%
OAJ
1952
Ogorek Anthony Joseph
New York
$87K +$38.2K +278 +91%
HFS
1953
Hantz Financial Services
Michigan
$87K +$48.9K +356 +157%
IAS
1954
IMA Advisory Services
Colorado
$84.7K +$824 +6 +1%
FP
1955
Financial Perspectives
Minnesota
$83.8K – – –
CM
1956
Capula Management
Cayman Islands
$83.3K -$73.8K -537 -49%
TVWM
1957
Tower View Wealth Management
Wisconsin
$83.2K +$412 +3 +0.5%
BBPWM
1958
Blue Bell Private Wealth Management
Pennsylvania
$82.4K -$1.51K -11 -2%
SIC
1959
SJS Investment Consulting
Ohio
$81.8K -$303K -2,202 -80%
BHWM
1960
Beaird Harris Wealth Management
Texas
$80.5K +$962 +7 +1%
MHR
1961
Matthew Hamilton Rosenberg
$75.2K +$4.67K +34 +7%
FDW
1962
Fourth Dimension Wealth
Ohio
$74.8K – – –
WTA
1963
Washington Trust Advisors
Massachusetts
$74.6K – – –
IHWM
1964
Iron Horse Wealth Management
Iowa
$73.7K +$67.1K +488 +9,760%
TSMHT
1965
Thurston Springer Miller Herd & Titak
Indiana
$72.9K -$11.8K -86 -15%
HNW
1966
High Note Wealth
Minnesota
$71.8K – – –
BL
1967
BFSG LLC
California
$71.6K +$2.61K +19 +4%
MAM
1968
Meeder Asset Management
Ohio
$70.8K +$8.66K +63 +15%
PP
1969
PFS Partners
New Jersey
$70.6K +$275 +2 +0.4%
CCA
1970
Catalyst Capital Advisors
New York
$67.8K -$10.2K -74 -14%
BTC
1971
Bank & Trust Company
Illinois
$67.6K +$29.5K +215 +91%
FFC
1972
First Financial Corp
Indiana
$67.5K – – –
AGWCA
1973
Annis Gardner Whiting Capital Advisors
Florida
$67.3K +$40.1K +292 +185%
WB
1974
Webster Bank
Connecticut
$65.7K +$21.6K +157 +56%
VWWMG
1975
Vermillion & White Wealth Management Group
Pennsylvania
$64.7K – – –
77 78
79
80 81